See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,888 | $109,982-38.3% | $97,226-30.2% | $145,922-53.5% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 8.45% | 242.90%-234.5pp | 75.13%-66.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $590 | $3,084-80.9% | $2,729-78.4% | $4,660-87.3% |
| Participant deferral / active EE | $1,186 | $4,676-74.6% | $4,264-72.2% | $6,688-82.3% |
| Admin fee / account holder | $2,072 | $6,221-66.7% | $5,654-63.4% | $13,397-84.5% |